Jon focuses on wealth management planning for individuals and their families, business owners and institutions. He views each relationship as a one-on-one partnership based on open, continual communication. Jon tailors a wealth management plan by collaborating within the firm and/or clients’ existing advisors. Jon has been in the financial services business for almost 20 years. Outside the office, Jon is the former Chair for Donate Life Northwest. He resides in Portland with his wife, Sheila, and their two daughters, Charlotte and Erin.

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Certified Investment Management Analyst (CIMA®)
• 2008 Global Circle of Excellence
• Wealth Advisor

• B.S. University of Vermont

• Series 7, General Securities Representative
• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative
• State of Oregon, Life, Health Insurance and Variable Annuity Licensed

• Former Chair of the Board - Donate Life Northwest

AK, AZ, CA, CO, DC, DE, FL, GA, HI, ID, IL, MA, MD, MI, NC, NM, NY, OH, OR, TN, TX, UT, WA